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    Boeing’s Improving Q2 Losses And 737 MAX Ramp-Up Might Change The Case For Investing In Boeing (BA)

    Simply Wall St·08/01/2026 22:19:20
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    • In the second quarter of 2026, Boeing reported revenue of US$24,560 million and a net loss of US$444 million, both improving from a year earlier.
    • The company’s progress in ramping 737 MAX production and expanding manufacturing capacity, particularly in Mesa, Arizona, underpins its efforts to strengthen operations alongside financial recovery.
    • We’ll now examine how Boeing’s improving earnings and accelerating 737 MAX delivery ramp influence the company’s broader investment narrative and outlook.

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    Boeing Investment Narrative Recap

    To own Boeing today, you need to believe the company can turn a still-loss-making commercial business into a consistently profitable one by executing its 737 and 787 production plans while managing a heavy debt load and ongoing safety and quality remediation. The latest quarter’s narrower net loss and improving deliveries support that recovery story, but they do not remove the key near term risk around execution on the 737 MAX ramp and certification timelines.

    The most connected recent development is Boeing’s plan to ramp 737 MAX production to 47 aircraft per month following a successful Capstone review. This operational milestone ties directly into the investment case, because higher, more reliable MAX output is central to working through the record backlog, improving BCA margins from negative levels, and generating the cash needed to address the US$53.3 billion debt burden and fund future product investment.

    Yet beneath this improving picture, investors should be aware of lingering certification and quality control concerns that could still...

    Read the full narrative on Boeing (it's free!)

    Boeing's narrative projects $125.6 billion revenue and $7.9 billion earnings by 2029. This requires 10.9% yearly revenue growth and about a $6.0 billion earnings increase from $1.9 billion today.

    Uncover how Boeing's forecasts yield a $270.00 fair value, a 25% upside to its current price.

    Exploring Other Perspectives

    BA 1-Year Stock Price Chart
    BA 1-Year Stock Price Chart

    Some of the lowest ranked analysts were already assuming only about 8.7 percent annual revenue growth and US$5.3 billion in earnings by 2029, highlighting how differently you might weigh structural quality control risks versus backlog driven recovery after this latest earnings report.

    Explore 6 other fair value estimates on Boeing - why the stock might be worth just $270.00!

    Form Your Own Verdict

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.